Gary Shirman is a ChFC-designated registered investment advisor at Boulder Wealth Advisors, LLC, based in Boulder, CO, with 24 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Boulder Wealth Advisors and the client. Fees and the timing of fee payments may be negotiated. Employees and their family related accounts are charged a reduced fee for our services.
Fee Estimator
Location
2595 Canyon Blvd, Suite 220, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Boulder Wealth Advisors, LLC
State Registrations1 state
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